See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,183 | $121,625-53.0% | $104,607-45.3% | $158,922-64.0% |
| Participation rate | 30.0% | 77.5%-47.5pp | 74.1%-44.1pp | 82.0%-52.0pp |
| Annual return | 14.77% | 465.26%-450.5pp | 340.46%-325.7pp | 302.83%-288.1pp |
| Employer contribution / active EE | $546 | $3,163-82.7% | $2,681-79.6% | $4,761-88.5% |
| Participant deferral / active EE | $2,731 | $4,177-34.6% | $3,740-27.0% | $5,982-54.3% |
| Admin fee / account holder | $69 | $7,787-99.1% | $6,473-98.9% | $11,246-99.4% |